Trust and Investment Account Transition Information

Since announcing the completion of our merger with Rabobank, N.A., back in September, we’ve been working hard to unify our Wealth Management group operations and systems. We’re pleased to let you know Rabobank Trust and Investment Management accounts will transition to the Mechanics Bank Investment Management and Trust accounting system on April 30, 2020.

Account holders will receive additional information via mail by mid-April. We encourage you to re-visit this page for the latest information regarding the transition of accounts.

Transition Timeline

April 28 - May 1, 2020

  • Blackout period for distributions as well as money market and security transactions

April 30, 2020

  • Former Rabobank Trust and Investment Management accounts transfer to Mechanics Bank’s Investment Management and Trust accounting system

May 1, 2020

  • All transferred accounts have new account numbers
  • Online account access is now available through Portfolio Online on - see additional Portfolio Online details below

May 29, 2020

  • Online account access through Trust Portfolio on ends

Portfolio Online Access

Mechanics Bank offers online account access to view your statements and holdings through Portfolio Online. This access provides account owners with the ability to:

  • See real-time account holdings and values
  • View asset allocation, account activity and gain/loss summary
  • View cash and income forecasts
  • Go paperless – view and download electronic copies of account statements

Contact your Advisor to begin the Portfolio Online enrollment process.

Investment products and services offered through Mechanics Bank's Wealth Management Division are not FDIC insured, are not Bank guaranteed and may lose value.